See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $614,841 | $69,207+788.4% | $64,056+859.8% | $139,434+341.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.37% | 45.88%-24.5pp | 33.69%-12.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $5,003 | $3,182+57.2% | $2,747+82.2% | $4,751+5.3% |
| Participant deferral / active EE | $19,843 | $4,682+323.8% | $3,880+411.4% | $6,710+195.7% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |